Checklist

Before you follow this guidance, make sure

you’ve the correct user roles to follow this guidance. Use the B&C Roles and Access Catalogue. You can find this by going to the Benefits & Credits homepage, selecting ‘R’ on the B&C A-Z index, selecting ‘Roles and Access Process’, selecting ‘Roles & Access Catalogue’ from the Related links menu.

Guidance

Note: When sending customer, staff or process data to another individual or team, make sure you follow the latest data security guidelines or contact the Data Guardian or Data Security Team for advice.

Step 10

Check Household Notes for one of the following messages - SX01, SX02, SX03, SX04, SX05 from TCM0172080 that will tell you why the claim needs to be finalised off-system. Make a note of the content. For how to do this, use TCM1000067

make a note of any other relevant renewals messages

then

return to the relevant guidance in TCM0270000 that directed you to this guidance.